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Tier 1 plan - $1,900 - $2,660 (10 to 14 hours)

This is for those who are more established in their careers and have planning needs such as education funding for children and detailed cash flow and net worth projection. Typically clients have multiple investment accounts and a sizeable 401k balance which they need investment allocation advice. Along with objective advice regarding proper insurance and estate design clients will begin exploring second careers or retirement timing choices. With higher incomes comes the need for more detailed tax planning.